First Trust Global Tactical Commodity Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 21.76 M | $588.69 M | -0.29% | 23.27% |
| MORGAN STANLEY | 08/13/2026 | 10.56 M | $285.71 M | 0.30% | 11.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 7.48 M | $202.28 M | 880.64% | 8.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.47 M | $147.86 M | 854.40% | 5.85% |
| LPL FINANCIAL LLC | 08/07/2026 | 3.30 M | $89.15 M | -1.23% | 3.52% |
| UBS GROUP AG | 08/13/2026 | 1.67 M | $45.24 M | 15.50% | 1.79% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.62 M | $43.76 M | 3.21% | 1.73% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.42 M | $38.29 M | 31.43% | 1.51% |
| STOCK YARDS BANK & TRUST CO | 08/19/2026 | 1.39 M | $37.52 M | 4.60% | 1.48% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 1.16 M | $31.31 M | 2.19% | 1.24% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 971.64 K | $26.28 M | 100.00% | 1.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 965.40 K | $26.13 M | 34.59% | 1.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 932.40 K | $25.22 M | 29.28% | 1.00% |
| CSENGE ADVISORY GROUP | 08/10/2026 | 901.30 K | $24.38 M | 5.68% | 0.96% |
| DUNHILL FINANCIAL, LLC | 08/07/2026 | 782.28 K | $21.30 M | 38.51% | 0.84% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 756.89 K | $20.47 M | 468.92% | 0.81% |
| OVERSEA-CHINESE BANKING CORP LTD | 08/11/2026 | 719.10 K | $19.44 M | -35.29% | 0.77% |
| CARRERA CAPITAL ADVISORS | 08/03/2026 | 690.19 K | $18.67 M | -35.07% | 0.74% |
| FINANCIAL ENHANCEMENT GROUP LLC | 07/07/2026 | 666.51 K | $18.03 M | 38.87% | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 648.64 K | $17.55 M | -1.55% | 0.69% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 591.71 K | $16.01 M | 25.28% | 0.63% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 589.98 K | $15.96 M | -18.35% | 0.63% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 580.54 K | $15.70 M | -6.29% | 0.62% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 574.45 K | $15.54 M | -5.20% | 0.61% |
| BISON WEALTH, LLC | 07/07/2026 | 498.16 K | $13.85 M | 3.70% | 0.53% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 07/20/2026 | 470.21 K | $12.72 M | 100.00% | 0.50% |
| COOPER FINANCIAL GROUP | 07/08/2026 | 386.46 K | $10.45 M | 100.00% | 0.41% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 08/14/2026 | 382.60 K | $10.35 M | 10.75% | 0.41% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 377.56 K | $10.21 M | 100.00% | 0.40% |
| SOLITUDE FINANCIAL SERVICES | 07/24/2026 | 338.56 K | $9.16 M | 0.66% | 0.36% |
| PSI ADVISORS, LLC | 08/03/2026 | 324.35 K | $8.77 M | 1.42% | 0.35% |
| STONEX GROUP INC. | 08/12/2026 | 324.09 K | $8.77 M | 100.00% | 0.35% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 320.04 K | $8.66 M | -0.03% | 0.34% |
| PETIX & BOTTE CO | 08/04/2026 | 316.41 K | $8.56 M | -4.41% | 0.34% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 283.09 K | $7.66 M | -20.29% | 0.30% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 280.80 K | $7.60 M | 6.85% | 0.30% |
| ARVEST INVESTMENTS, INC. | 07/17/2026 | 280.70 K | $7.59 M | -25.48% | 0.30% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 274.40 K | $7.42 M | 48.92% | 0.29% |
| MAINSAIL FINANCIAL GROUP, LLC | 07/15/2026 | 269.74 K | $7.30 M | 18.98% | 0.29% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 268.95 K | $7.28 M | 0.15% | 0.29% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 263.87 K | $7.14 M | 26.17% | 0.28% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 07/20/2026 | 259.03 K | $7.01 M | 46.00% | 0.28% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 08/12/2026 | 251.72 K | $6.81 M | 5.85% | 0.27% |
| USADVISORS WEALTH MANAGEMENT, LLC | 07/29/2026 | 248.63 K | $6.73 M | 100.00% | 0.27% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 227.96 K | $6.17 M | -42.45% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 218.68 K | $5.92 M | 15.72% | 0.23% |
| ABLE FINANCIAL GROUP, LLC | 07/22/2026 | 213.09 K | $5.76 M | 3.02% | 0.23% |
| CHICAGO WEALTH MANAGEMENT, INC. | 08/11/2026 | 210.44 K | $5.69 M | 1.08% | 0.23% |
| HFG WEALTH MANAGEMENT, LLC | 08/13/2026 | 205.36 K | $5.56 M | -58.35% | 0.22% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 203.94 K | $5.52 M | 474.22% | 0.22% |
First Trust Global Tactical Commodity Strategy Fund institutional Ownership - FAQ's
During the previous two years, 397 institutional investors and hedge funds held shares of First Trust Global Tactical Commodity Strategy Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 21.76 M
MORGAN STANLEY: 10.56 M
ENVESTNET ASSET MANAGEMENT INC: 7.48 M
ADVISOR GROUP HOLDINGS, INC.: 5.47 M
LPL Financial LLC: 3.3 M
UBS Group AG: 1.67 M
86.71% of First Trust Global Tactical Commodity Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 89.36 M shares in the last 24 months. This purchase volume represents approximately $2.45 B in transactions.